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2,237 comment(s). Last comment by Just88 at May 25, 2021 9:32 AM
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fscprops
32 posts

Posted by fscprops > Mar 12, 2021 3:13 PM | Report Abuse

Here are some key insight from the management & owner Adel, Lim Beng Guan, Khong Ho Ming of PEB and reNIKOLA at the Rakuten Webinar yesterday night.

-PEB will be the largest pure play renewable energy company in Malaysia

-Both 5MWp and 38MWp in operation performing well above mark while another 45MWp by April 2021.The 330MWp is expected to built by major regional EPCC player by end of 2022(not from any local listed company)

-Aspiration of reaching 1GWp by 2025 via organic and acquisitions

-reNIKOLA committed to ESG centric policies

-Regional ambitions to expand in SEA and Asia

-Corporate exercise via issuance of new PEB shares to acquire reNIKOLA targeted completion by 4Q2021


Azshah
52 posts

Posted by Azshah > Mar 15, 2021 8:48 AM | Report Abuse

As I have mentioned....PEB lost out in the LSS4 bidding and end up with no projects. With so much uncertainty ahead, the counter might even be suspended by Bursa.

Do remember that it is still an empty shell....The injection of solar assets have yet to commence and may face stumbling block.


seamaninvest
3 posts

Posted by seamaninvest > Mar 15, 2021 1:00 PM | Report Abuse

Joker, even cypark not a small shell also can't get it la.


seamaninvest
3 posts

Posted by seamaninvest > Mar 15, 2021 1:07 PM | Report Abuse

Additional that I think management should more concern on doing arrangement since they just did RTO.

Suspended ? Are you well study in stock market. Joker Azshah


Azshah
52 posts

Posted by Azshah > Mar 15, 2021 1:13 PM | Report Abuse

seamaninvest...I learning. Not so smart like you.

I only understand that currently PEB has no business....Bursa will suspend no biz counters. If injection of nikola doesn't happen in time, suspension is very likely. Of course delisting is unlikely since PEB will appeal but suspension is very likely


jazmaster
34 posts

Posted by jazmaster > Mar 15, 2021 1:47 PM | Report Abuse

运行中的5MWp和38MWp的性能均远超预期,而45MWp将在2021年4月开始运作。330MWp预计将于2022年底由主要的地区EPCC参与者建造(不是任何本地上市的参与者)


jazmaster
34 posts

Posted by jazmaster > Mar 15, 2021 1:57 PM | Report Abuse

載自Rakuten Trade Ideas网络研讨会上,来自Pimpinan Ehsan Bhd(5622)和reNIKOLA的管理层Boumhidi Adel,Li Ho Ming的重要见解


xetambaya
34 posts

Posted by xetambaya > Mar 15, 2021 3:34 PM | Report Abuse

thanks for sharing insights from the rakuten webinar, really believe in the new management of reNIKOLA and their vision


xetambaya
34 posts

Posted by xetambaya > Mar 15, 2021 3:37 PM | Report Abuse

@seamaninvest Dont be so mad bro, ppl sharing opinion here. He just mention he is still new and still learning


Azshah
52 posts

Posted by Azshah > Mar 15, 2021 7:12 PM | Report Abuse

thanks xetambaya. I'm just sharing the downside risk. being a commentator here obviously means I'm interested as well in PEB


mecomeherejoke
27 posts

Posted by mecomeherejoke > Mar 16, 2021 10:08 AM | Report Abuse

Azshah just continue to share here as you like, this is a forum, not a fanpage
maybe can trigger another discussion and newbie like me can benefit from it =)


winetime
57 posts

Posted by winetime > Mar 16, 2021 10:43 AM | Report Abuse

I think is good to share personal opinion but since we are here to learning and sharing, trying to humble ourselves and talking in a polite way.

@jazmaster, 可以和你要Rakuten Trade Ideas网络研讨会的重要见解重点吗 ?


ilovesoya
18 posts

Posted by ilovesoya > Mar 16, 2021 10:44 AM | Report Abuse

hi guys, newbie here. bought this counter a few days ago anticipating the reNIKOLA project. what if I don't accept the cash offer of rm1.07, does it mean that I will be the minority shareholder even if peb goes delisted? since the proposal says that they intend to remain the listing status, then why want to offer rm1.07 to acquire the remaining shares... (just newbie learning, don't shoot me) thank you


jazmaster
34 posts

Posted by jazmaster > Mar 16, 2021 12:48 PM | Report Abuse

Rakuten Trade Ideas网络研讨会上,来自Pimpinan Ehsan Bhd(5622)和reNIKOLA的管理层Boumhidi Adel,Lim Beng Guan和Khong Ho Ming的重要见解:

-在马来西亚成立最大的可再生能源公司

-运行中的5MWp和38MWp的性能均远超预期,而45MWp将在2021年4月开始运作。330MWp预计将于2022年底由主要的地区EPCC参与者建造(不是任何本地上市的参与者)

-希望在2025年前通过有机增长和并购实现1GWp的目标

-reNIKOLA致力于以ESG为中心的政策

-有在东南亚和亚洲的区域发展的志向

-通过发行新的PEB股份收购reNIKOLA,目标是在2021年第四季度完成


ucrst2140q
32 posts

Posted by ucrst2140q > Mar 16, 2021 1:15 PM | Report Abuse

why would you sold your tickets for rm1.07? based on renikola future expansion, it is a bad move since renikola is worth more than this price


ucrst2140q
32 posts

Posted by ucrst2140q > Mar 16, 2021 1:18 PM | Report Abuse

PITAHAYA had purchased 37.4% shares from the existing major shareholders of the company and
become the single largest shareholder of the company. However, the purchase of 37.4% had
triggered the 33% threshold to issue an unconditional mandatory take-over offer (“MGO”). This
means that to be fair to minor shareholders, PITAHAYA or Lim Beng Guan had to purchase all
remaining shares from the other shareholders at the price of RM 1.07 per share.


It is up to the existing shareholder to commit to sell the shares or not, but based on the future expansion plan of reNIKOLA, the actual number of people selling should be close to 0.


fscprops
32 posts

Posted by fscprops > Mar 16, 2021 2:59 PM | Report Abuse

Do not sell at 1.07!! The boss wanted to collect more share at cheaper price, it wont get delisted!!!


Dakewlest
1510 posts

Posted by Dakewlest > Mar 16, 2021 4:27 PM | Report Abuse

Guys, can i just ignore the take over offer?


ucrst2140q
32 posts

Posted by ucrst2140q > Mar 16, 2021 4:44 PM | Report Abuse

ignore the offer and just hold your tickets, why would u sell off at cheaper price when reNikola is worth much more than the offer?


lexxi012
68 posts

Posted by lexxi012 > Mar 16, 2021 6:44 PM | Report Abuse

PEB is a nett cash company with NTA = 1.02. Simple maths, it will just cost Pitahaya 5cents to buy your share through MGO. Similar to Paragon Union, Pitahaya can't force you to sell your share through MGO. Another good example is FGV, flying 20% after FELDA failing to take over 90% of share. FGV retailers who are still holding must be celebrating now.


Dakewlest
1510 posts

Posted by Dakewlest > Mar 16, 2021 8:15 PM | Report Abuse

I will keep my shares. Anyway, when is the last date for the offer?


paulthesotong
1438 posts

Posted by paulthesotong > Mar 17, 2021 8:17 AM | Report Abuse

reNikola Solar ASEAN Green SRI SUKUR RM390 M ...ISSUSED OR NOT YET ISSUED???


ucrst2140q
32 posts

Posted by ucrst2140q > Mar 17, 2021 1:59 PM | Report Abuse

@paulthesotong still pending from SC

https://www.sc.com.my/analytics/bonds-sukuk-market/list-of-corporate-bonds-and-sukuk-under-lodge-and-launch-framework


ucrst2140q
32 posts

Posted by ucrst2140q > Mar 17, 2021 2:04 PM | Report Abuse

@dakewlest last date for off - 2nd April

https://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=206293&name=EA_DS_ATTACHMENTS


techinvestormy
21 posts

Posted by techinvestormy > Mar 18, 2021 3:41 PM | Report Abuse

ARE SOLAR COMPANIES STILL CONSIDERED GOOD INVESTMENTS?

With the recent announcement of LSS4 shortlisted bidders, the results from the “winners” are disappointing. Why is this so?


techinvestormy
21 posts

Posted by techinvestormy > Mar 18, 2021 3:41 PM | Report Abuse

To begin with, our homeland Malaysia is targeting to achieve 20% renewable energy by 2025. As of now, we are somewhere between 5% - 7%, 4 more years to go! However, renewable energy does not equal to SOLAR. There is hydropower, biomass, biogas, wind and solar when it comes to renewable energy. So why are investors loving solar-themed companies so much?


techinvestormy
21 posts

Posted by techinvestormy > Mar 18, 2021 3:42 PM | Report Abuse

Apart from the hype from LSS4, solar, despite might not be the most efficient type of renewable energy is easier to scale than the rest of the renewable energy. Wind in Malaysia is not sufficient to serve as a consistent stream of energy, biomass require steady flow of FFB waste and hydropower is highly dependant on location (high or low head), and the initial capital investment is usually much higher.


techinvestormy
21 posts

Posted by techinvestormy > Mar 18, 2021 3:42 PM | Report Abuse

Hence, Malaysia being one of the rare countries on Earth that is standing on the equatorial has a decent amount of sunlight and was not subjected to major weather changes, hence why solar is so important to Malaysia.



However, there are two types of “Solar” companies in the market. One being the contractor who buys the panel and build the solar PV farm, the EPCC contractor and the concession / asset owner.


techinvestormy
21 posts

Posted by techinvestormy > Mar 18, 2021 3:42 PM | Report Abuse

EPCC has proven more challenging as the margins are getting thinner since demand for solar panels are spiking. Unless you are going for cheap panels, the EPCC margins are practically, razor thin.



On the other hand, concession, or asset owner – especially those involved in LSS1 & LSS2 are enjoying a much better tariff or margin. The difference between the margins are approximately 2 times as compared to the market in 2016. In short, assets that are from 2016 – 2017 are enjoying a “premium” as compared to the latest LSS4!


techinvestormy
21 posts

Posted by techinvestormy > Mar 18, 2021 3:43 PM | Report Abuse

This company – Pimpinan Ehsan Berhad (“PEB”) is going to do something really interesting. PEB will engage with reNIKOLA Sdn Bhd, who owns and operate a total portfolio of 418 MWp* of solar farm.

*The 330 MWp Bukit Kayu Hitam plant will soon commence its construction.



By comparison, CYPARK did not get the LSS4 (intended) and it is currently operating a 47 MWp worth of solar farm, which is relatively smaller than PEB! The current valuation of CYPARK is approximately MYR 655 Million, and PEB is only having a valuation of MYR 113 Million. Why is that so?



Simple. The complexity and difficulty in understanding the corporate structure for PEB had shun some investors away from this gem. There are also rumours about the company getting delisted by June this year, which I say – nonsense.



According to Bursa’s regulation, not only does PN 16 company can prolong their period to acquire income generating asset – almost indefinitely as long as the plan is sound and beneficial to minority shareholder. Plus, we noticed that the new owners of PEB, a.k.a. the owners for the solar assets had acquired up to 38% of the company, which costs him or her approximately MYR 30 Million.


techinvestormy
21 posts

Posted by techinvestormy > Mar 18, 2021 3:43 PM | Report Abuse

Do you think people with MYR 30 Million cash on hand are dumb enough to buy a “delisting” company?



I don’t think so.


techinvestormy
21 posts

Posted by techinvestormy > Mar 18, 2021 3:44 PM | Report Abuse

Being an quiet observer in the forum, I noticed that some are giving good advices on investment and some are purely (poorly) trying to defame the company and collecting at a cheaper price. Unfortunately for them, there are still strong buying power at the 1.600 level!


techinvestormy
21 posts

Posted by techinvestormy > Mar 18, 2021 3:45 PM | Report Abuse

As an investor of PEB, I urge you to focus on the solar assets that PEB owns. This company will become huge. Maybe not now, tomorrow or the day after tomorrow. But eventually it will hit its previous high of 2.410 level.


xetambaya
34 posts

Posted by xetambaya > Mar 18, 2021 4:09 PM | Report Abuse

@techinvestormy Do you think people with MYR 30 Million cash on hand are dumb enough to buy a “delisting” company?

I don’t think so.


same opinion with u, no ppl will willing to spend 30m and risk to lose it all


Bren21
160 posts

Posted by Bren21 > Mar 18, 2021 5:41 PM | Report Abuse

Thanks techinvestormy for your insights !


ruby20
308 posts

Posted by ruby20 > Mar 19, 2021 8:51 AM | Report Abuse

U can only play this after the share offer la.


Enilec Mak
96 posts

Posted by Enilec Mak > Mar 19, 2021 10:13 AM | Report Abuse

New owner owns more than 38%.


Rinshad26
32 posts

Posted by Rinshad26 > Mar 19, 2021 11:54 AM | Report Abuse

waiting fly.


AlfI3
945 posts

Posted by AlfI3 > Mar 19, 2021 1:49 PM | Report Abuse

Shudnt hav accept the take over offer; as not attractive enuf......wait till the exercise end, see wat will happen then


xetambaya
34 posts

Posted by xetambaya > Mar 19, 2021 4:08 PM | Report Abuse

got my ticket and prepare to lift off now


winetime
57 posts

Posted by winetime > Mar 19, 2021 4:22 PM | Report Abuse

I think will arrange down la, compare samaiden, this is unfair pricing. Samaiden so small also same pricing. lol.


cg14134
340 posts

Posted by cg14134 > Mar 19, 2021 4:28 PM | Report Abuse

Share price has hit new low post takeover, and yet no question about whether your analysis is on the right track?


ucrst2140q
32 posts

Posted by ucrst2140q > Mar 19, 2021 5:17 PM | Report Abuse

obviously the take over offer price is not atrractive since reNikola is worth more than that


bettyntod
13 posts

Posted by bettyntod > Mar 19, 2021 5:18 PM | Report Abuse

Samaiden is the smallest among few solar counter. Btw it is market sentiment, Majority of the solar counter recently not seems to be so strong. In this case, I more suggest that people who in early stage average down, this suggestion is only for long term share holder.

Tech and solar counter seems not so strong on recent trend, but is also a good time to keep collect for tech and solar counter. PEB is high potential to be a black horse if they started to build up and on track with all the business.

PEB will be one of the best solar counter among the others solar counter


ucrst2140q
32 posts

Posted by ucrst2140q > Mar 19, 2021 5:18 PM | Report Abuse

wait till they announce the take over is complete, you cant get PEB with this price anymore


ucrst2140q
32 posts

Posted by ucrst2140q > Mar 19, 2021 5:25 PM | Report Abuse

market sentiment is bad since the take over process has not completed yet, get ready for strong buying power after the exercise is concluded


Enilec Mak
96 posts

Posted by Enilec Mak > Mar 19, 2021 5:58 PM | Report Abuse

Those who always say peb is worth more than RM2 better buy more. Put your money where your mouth is


Enilec Mak
96 posts

Posted by Enilec Mak > Mar 19, 2021 5:59 PM | Report Abuse

Just talk big hoping others to come in to buy and support the counter would not help much


ruby20
308 posts

Posted by ruby20 > Mar 20, 2021 8:23 AM |

Post removed. Why?


cg14134
340 posts

Posted by cg14134 > Mar 20, 2021 11:27 PM | Report Abuse

Here we see a bunch of bulls living in their own alternate universe in which corporate finance rules do not apply. The market will teach them a lesson better than their uni professors. Mark my words.

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